AE Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
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2025
Q1 | $262K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $660K | Sell |
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|
2024
Q2 | $729K | Sell |
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|
2024
Q1 | $918K | Sell |
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|
2023
Q4 | $25M | Sell |
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|
2023
Q3 | $34.5M | Sell |
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|
2023
Q2 | $35.6M | Sell |
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|
2023
Q1 | $35.9M | Sell |
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|
2022
Q4 | $53M | Buy |
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|
2022
Q3 | $32.6M | Buy |
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|
2022
Q2 | $31.1M | Sell |
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|
2022
Q1 | $34M | Buy |
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|
2021
Q4 | $25.1M | Buy |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $8.07M | Sell |
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|
2020
Q4 | $13.1M | Sell |
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|
2020
Q3 | $19.1M | Buy |
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|
2020
Q2 | $7.66M | Buy |
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|
2020
Q1 | $3.94M | Buy |
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|
2019
Q4 | $2.11M | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $378K | Buy |
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|
2018
Q2 | $344K | Buy |
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|
2018
Q1 | $284K | Buy |
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|
2017
Q4 | $262K | Buy |
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